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Developing a long-term financial strategy is different for each person. A retired couple has different needs than a young individual just entering the work environment, or a couple preparing to buy a home.
Whether you are aiming to accumulate wealth, conserving wealth, or distributing wealth see how our advisors can help:
- Wealth accumulation - our advisors work to build you a solid, diversified financial foundation. Recommendations for investments, insurance, and educational expenses are coordinated with tax planning strategies to help ensure that current and future income is utilized effectively.
- Wealth conservation - our advisors include a variety of investment strategies and suggest further diversification. Advisors work to preserve and invest assets and help ensure there are adequate funds for current living expenses and future retirement needs.
- Wealth distribution - advisors plan for the orderly transfer of estate assets while avoiding unnecessary tax burdens.
- Changing priorities
- Fluctuating economic conditions
- Government taxes
- Inheritance laws
We have the expertise to design a financial strategy with your circumstances in mind, helping you develop a financial plan tailored to your individual needs regardless of which financial stage you are in.
Financial Advisors are available to schedule appointments at any of the Union Bank & Trust branches.
If you'd like to set up an appointment you can have one of our advisors contact you, or give us a call Toll-Free at (888) 263-3545.
Union Investment Services, Inc. a subsidiary of Union First Market Bankshares Corporation, was established to make various investment products and financial planning available to bank customers and residents of the communities we serve.
Securities are offered exclusively through
Raymond James Financial Services, Inc., Member
FINRA/SIPC.
Union Investment Services, Inc., and Union First Market Bankshares Corporation are independent of
Raymond James Financial Services, Inc.
| Not insured by FDIC or any other government agency. |
Not bank guaranteed. |
Subject to risk, may lose value, including the possible loss of principal. |
| Not a deposit. |
Not a condition to any banking service or activity. |
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